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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,802 | $167,415-81.6% | $140,514-78.1% | $198,609-84.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 9.64% | 13.85%-4.2pp | 14.36%-4.7pp | 202.70%-193.1pp |
| Employer contribution / active EE | $2,027 | $4,088-50.4% | $3,378-40.0% | $5,055-59.9% |
| Participant deferral / active EE | $5,901 | $5,579+5.8% | $4,919+20.0% | $6,977-15.4% |
| Admin fee / account holder | $6,044 | $16,730-63.9% | $13,697-55.9% | $19,030-68.2% |